[moneydance] Mercer HR Services support ?

[David Carlson]

Sean

Now that they have two clients interested in using Moneydance, perhaps 
they will listen up! OOPS! it takes three to make a crowd.

David Carlson wrote:
> Sean
> I have been going round and round with Mercer/Putnam for years now.  
> What you can print from their website, what you can download from 
> their website in QIF or CSV format and what you get using Quicken's 
> QFX download or Moneydance's QFX/OFX download are all different.  I'm 
> not sure any of them add up to the totals that you get on your printed 
> quarterly statement.  At least that is the case for my wife's account.
> At the present time, I personally am most comfortable downloading in 
> QFX format into Quicken, fixing the 14 % of the transactions that came 
> in incorrectly as negative income instead of Reinvested interest, then 
> exporting in QIF format, massaging about 70% of the descriptions in a 
> word processor(Lotus WordPro, no less)  then importing the result into 
> Moneydance.  There are still about 12 transactions a year that are 
> patently incorrect that I must still fix manually.  I get 95 
> transactions each pay period.
> When I ask them why the results are different using different methods, 
> they shrug and say that they are simply following Intuit's guidelines.
>
> Good luck but be sure to print out all the transactions onto low acid 
> paper.
>
> Dave
>
>
> Sean Cook wrote:
>> Found it. I downloaded the trial ... see that Putnam Investments is
>> listed. It doesn't use the same userid as the online account, but
>> looking at the online account it looks like they just map your userid to
>> a social security number... :|
>> I used my social security number w/out dashes and my PIN number and I
>> was able to connect.
>>
>> Cheers,
>> Sean
>>
>>  
>>> I just recently changed jobs and now I'm looking to see if moneydance
>>> supports my new investment center. While looking at my account 
>>> online, I
>>> see that they support quicken and is listed as "Mercer HR Services".
>>> Does moneydance support this financial institution? The online account
>>> is : https://ibenefitcenter.putnam.com/
>>>
>>> Cheers,
>>> Sean
>>>
>>>
>>> Diplomacy is to do and say, the nastiest thing in the nicest way.
>>>                 -- Balfour
>>>
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>>>
>>>     
>>
>> Diplomacy is to do and say, the nastiest thing in the nicest way.
>>                 -- Balfour
>>
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>>
>>   
>
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